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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$842M
2
Bank of America
Bank of America
North Carolina
$435M
3
NFG
Next Financial Group
Texas
$25.8M
4
HCM
Hengehold Capital Management
Ohio
$27.2M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$27.6M

Top Sellers

1
HCM
Hilton Capital Management
New York
$107M
2
DF
Donoghue Forlines
Massachusetts
$112M
3
Ameriprise
Ameriprise
Minnesota
$65.5M
4
I
INVST
Indiana
$5.82M
5
AI
Atria Investments
North Carolina
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
226
Steel Grove Capital Advisors
Tennessee
$425K – – –
GRP
227
Global Retirement Partners
California
$410K +$218K +8,688 +114%
DY
228
Dowling & Yahnke
California
$407K -$1.02M -40,790 -72%
OIA
229
Optimum Investment Advisors
Illinois
$406K +$133K +5,300 +49%
JC
230
Jentner Corp
Ohio
$405K +$3.92K +156 +1%
RF
231
RHS Financial
California
$400K -$346K -13,806 -46%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$386K +$386K +15,364 New
PFA
233
Pure Financial Advisors
California
$385K +$15.3K +608 +4%
JFG
234
JMG Financial Group
Illinois
$382K +$382K +15,230 New
VNA
235
Valley National Advisers
Pennsylvania
$380K +$379K +15,090 +30,180%
FWP
236
FAS Wealth Partners
Kansas
$380K +$380K +15,156 New
TWP
237
Total Wealth Planning
Ohio
$373K +$373K +14,870 New
SFM
238
Signet Financial Management
New Jersey
$372K +$54.6K +2,186 +17%
SMFS
239
Squar Milner Financial Services
California
$369K +$369K +14,732 New
PFA
240
Pathway Financial Advisors
Vermont
$365K – – –
RRWA
241
Rainey & Randall Wealth Advisors
Florida
$354K +$90.6K +3,610 +34%
MI
242
Moneywise Inc
Virginia
$345K -$316K -12,684 -48%
AWA
243
Alaska Wealth Advisors
Alaska
$341K +$341K +13,580 New
APP
244
Avantax Planning Partners
Iowa
$328K +$106K +4,214 +48%
BAM
245
Berkshire Asset Management
Pennsylvania
$324K -$22.6K -900 -7%
SFWA
246
Summit Financial Wealth Advisors
Louisiana
$322K +$9.35K +374 +3%
GC
247
Gratus Capital
Georgia
$294K -$4.28M -170,360 -94%
IAA
248
Independent Advisor Alliance
North Carolina
$294K +$294K +11,706 New
MAM
249
Marquette Asset Management
Minnesota
$292K – – –
AA
250
Advisory Alpha
Michigan
$290K +$290K +11,540 New
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10
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